HAP Trading’s LPL Financial LPLA Stock Holding History

HAP Trading’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-224,113	Closed	-$18.4M	–	1373
2019 Q3	$18.4M	Buy	+224,113	New	+$17.9M	1.5%	14

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

HAP Trading's LPLA Position: Q4 2019 in Review

HAP Trading sold out of LPL Financial (LPLA) in Q4 2019, closing a stake of 224,113 shares — an estimated $18.4M sold.

HAP Trading first reported a position in LPLA in Q3 2019 and held it in 1 quarter. The position peaked at $18.4M in Q3 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

HAP Trading reported no remaining LPL Financial position as of Q4 2019 after selling out during the quarter.
HAP Trading sold 224,113 LPL Financial shares in Q4 2019, an estimated $18.4M.
HAP Trading first reported a position in LPL Financial in Q3 2019 and held it in 1 quarter.
HAP Trading's LPL Financial position peaked at $18.4M in Q3 2019.
341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on HAP Trading's 13F filing for Q4 2019, filed 11 Feb 2020.